AI Insights & Reporting

AI-Powered Insights
That Show What’s Working

Most teams make decisions at the end of the week, when it’s already too late. EngageCloud gives your team a live 360° view of every agent, campaign, and customer interaction — with ECCO AI surfacing the answers before you even know to ask.

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360°
View across agents, campaigns & customers

Real-Time
Live dashboards updated as activity happens
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ECCO
AI assistant that answers your questions instantly

From Raw Data to
Decisions That Drive Growth

Every interaction, every campaign, every agent — tracked, analyzed, and surfaced in real time so your team always knows what to do next.

ECCO AI Assistant

ECCO AI ASSISTANT

Ask ECCO Anything.
Get Answers in Seconds.

ECCO is EngageCloud's built-in AI assistant. Ask it who your top performers are, which campaigns have the best ROI, or how many calls are in queue — and get a direct, data-backed answer instantly. No menus. No reports to hunt. Just answers.

  • Natural language queries
  • Role-based data access
  • Contextual AI prompts
  • Real-time answers

REAL-TIME DASHBOARDS

Every Team. Every Role.
One Live View.

Role-based dashboards give every team member exactly what they need — agents see their own queue and call stats, supervisors see team performance in real time, and leaders see the full picture across campaigns, vendors, and revenue.

  • Agent status & availability
  • Campaign performance
  • Vendor dashboard
  • Live queue monitoring

Advanced Insights

ADVANCED INSIGHTS

360° Views That Connect
Every Dot.

Go beyond standard reports. EngageCloud's advanced insights connect agents, campaigns, vendors, and revenue into unified 360° performance views — so you can see exactly what's driving results and what's holding you back.

  • Campaign 360 ROI
  • Vendor 360 performance
  • Agent performance insights
  • Campaign health indicators

REPORTS LIBRARY

Every Report.
One Click Away.

From call logs and SMS summaries to agent utilization and campaign response rates — EngageCloud's full reports library covers every operational and analytical need. Always current, always exportable, always audit-ready.

  • CDR & call logs
  • SMS & email reports
  • Agent utilization
  • Scheduled exports

How it works

From First Login to
Full Operational Clarity

EngageCloud puts insights where your team needs them — at the start of every session, right when decisions need to be made.

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Land on Your Insight Screen
Every user lands on a personalised dashboard showing the most relevant insights for their role — active campaigns, pending callbacks, agent KPIs, vendor performance, or compliance alerts. No setup required.
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Ask ECCO or Browse Dashboards

Type any question into ECCO — “Who are my top three performers this week?” — and get an instant data-backed answer. Or navigate live dashboards to monitor agents, campaigns, and vendors in real time.

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Drill Down into Any Report

Spot something in your dashboard? Click through to the full report for any agent, campaign, or vendor. Filter by date, team, or campaign and drill into the detail that drives the result.

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Export, Schedule, or Act

Export any report as CSV or PDF, schedule automated delivery to your inbox, or act directly from the insight — adjust a campaign, reassign a lead, or coach an agent, all without leaving the platform.

Full Features Set

Every Insight Tool Your Team
Needs to Perform and Grow

No more end-of-week guesswork. EngageCloud gives your team the visibility to act in real time — on every conversation, every campaign, and every dollar.

Insight-Based Landing Page

Every user logs in to a personalised screen showing the insights most relevant to their role — from active campaign stats and pending callbacks to compliance alerts and vendor performance. The right information, the moment you open the platform.

Role-based personalisation

ECCO AI Assistant

Ask ECCO anything in plain language — “Who are my top three vendors by conversion?” or “How many calls are in queue right now?” — and get an instant, data-backed answer filtered by your access permissions. No menus. No reports to hunt through.

Conversational AI queries

Real-Time Agent Dashboard

See every agent’s live status — on call, available, away, or offline — alongside their daily call count, conversion rate, and campaign attribution. Supervisors can monitor, whisper, or barge in directly from the dashboard.

Live agent monitoring

Campaign & Vendor Analytics

Every user logs in to a personalised screen showing the insights most relevant to their role — from active campaign stats and pending callbacks to compliance alerts and vendor performance. The right information, the moment you open the platform.

Vendor 360 performance

Advanced Insights & 360 Views

Ask ECCO anything in plain language — “Who are my top three vendors by conversion?” or “How many calls are in queue right now?” — and get an instant, data-backed answer filtered by your access permissions. No menus. No reports to hunt through.

Campaign 360 ROI

Full Reports Library

See every agent’s live status — on call, available, away, or offline — alongside their daily call count, conversion rate, and campaign attribution. Supervisors can monitor, whisper, or barge in directly from the dashboard.

Scheduled exports

What Agencies Say

They had the same questions
you do right now.

“I really like the transcripts EngageCloud provides because it gives me visibility into what’s happening with the agents, assisting with time management, and gives a visceral insight into agent conversations with clients. It helps me identify patterns and allows me to closely monitor the campaigns the agency is participating in, with the ability to turn those campaigns on and off. It’s a great tool for managing clients and policies, ensuring compliance, and monitoring activities”

TP
Torie Przybylski
Agency Manager · Ehealthcare Options

“As an agency owner, I really love EngageCloud because it’s a one-stop shop for all the agency’s needs with its built-in predictive dialer, and marketing hub allowing SMS, and email campaigns to be easily deployed. Before everything was done piecemeal. Now, you can run the entire agency business operations on one cohesive platform. The agent dashboards display the available agents, how many calls were made, and total sales. It also helps with team management.”

RS
Raul Sahagun
Agency Owner · Direct Insurance Solutions

“Having calls, emails and SMS campaigns integrated in the EngageCloud platform allows agency owners to raise the standards for their agency overall. It also enables agents to grow and customize messaging to their groups of customers in a dynamic environment, with its data-driven approach. The analytics EngageCloud provides allows agencies to know exact metrics in terms of sales by creating distinct reporting noting peak sales activity times, and allowing agency owners to set trends.”

JL
Jack Lincoln
Director · Thrive Health Benefits
Real Problems, Real Fixes

Sound familiar?
We’ve heard it all.

Here’s what business leaders tell us in their first call with our team — and what EngageCloud does about it.

Agency Problems → EngageCloud Solutions
● LIVE
💸

“Our per-minute bill last month was $3,200. Agents are scared to dial.”

EngageCloud: Unlimited inbound & outbound — one flat fee. No per-minute charges. Plans from $50/user.

SOLVED ✓
😨

“We got a TCPA complaint last quarter. We had no idea the number was on the DNC list.”

EngageCloud: Every outbound call auto-scrubbed against DNC & litigator lists before it ever goes out.

SOLVED ✓
📋

“I have no idea if my agents are licensed in every state they’re writing policies.”

EngageCloud: Agent licenses verified through NIPR before routing calls, ensuring compliant handling.

SOLVED ✓
📊

“We were underpaid by $4,000 last month. We only found out by accident.””

EngageCloud: Auto-reconciles every payment statement against your sales records. Flags mismatches instantly.

SOLVED ✓
🎯

“We’re paying $8/click on Facebook ads but half our leads never get called back.”

EngageCloud: Leads sync directly to CRM and trigger automatic follow-up the moment they arrive.

SOLVED ✓

Win Customers, Close More Deals,
and Grow Revenue

AI Powered CRM Platform for Global Communications, Customer Engagement, Marketing, Sales and Growth